CASTLE WEALTH MANAGEMENT LLC – iShares Morningstar Mid-Cap Growth ETF Transaction History
CASTLE WEALTH MANAGEMENT LLC portfolio value:
$2.00M
portfolio value
CASTLE WEALTH MANAGEMENT LLC quarter portfolio value change:
-3.00%
quarter
iShares Morningstar Mid-Cap Growth ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +11.35% | 4.06K shares | 149K | $50.38 | 39.87K |
| Q2 2022 | share | Increase | 0.00% | 35.80K shares | 1.86M | $51.94 | 35.80K |